App Economy Insights
📊 This Week in Visuals:

🛒 Costco $COST
🌐 Accenture $ACN
https://t.co/9wMjKpQ3cF
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Umesh
RT @icreatelife: Some Great AI artists who inspired me this week:

@Kazi5isAlive
@AiMachete
@awesome_visuals
@illusionkrafter
@umesh_ai

@icreatelife I don't need it, however could you do a shortlist of all awesome artists and post it?

I am happy to pitch in and highlight some 💪 - Lionars
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Yellowbrick Investing
Tickers pitched by good investors recently:

$BARN.SW - largest B2B chocolate maker. Cocoa prices skyrocketed causing debt to balloon. New CEO to cut costs. Big upside when cocoa prices decline

$JAKK - significantly undervalued toyco with Christmas season upside (IP with Nintendo and Disney)

$DXCM - buying dip on Hunterbrook report. Cherry-picked data and misunderstanding of diabetes management

$TBRD.V - content studio (80%+ service work v own IP) at 2-3x EV/EBITDA with 25%+ rev growth. Illiquid but pending uplist. Voss Capital major owner
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Umesh
Love the renders with such simple prompts!

Prompt on Veo 3 Fast : minimalist line art with thick white lines on black background. Beautiful flowing line. A school opens in the morning. https://t.co/vxVxldhbau
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App Economy Insights
🗓️ What are you watching this week?

• Monday: $CCL $MTN
• Tuesday: $NKE

All visualized in our newsletter. https://t.co/0nRyqinHQL
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Investing visuals
How you can tell $ASML is a cyclical business: https://t.co/X8J1AYcOLl
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Umesh
RT @heydin_ai: What if you could take an unfinished film… and turn it into your own masterpiece? 🎬 This is my remix of The Unfinished Film by Sam Finn, a super fun collab project where I reimagined scenes in @Adobe Firefly Boards and brought them to life with Photoshop, Audition, & Premiere Pro.

#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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Umesh
RT @LudovicCreator: @umesh_ai Love this Umesh

Never give up even during storms --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 --v 7.0 https://t.co/hP1j9o7ENH
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Umesh
Take 9!

Prompt ⤵️ https://t.co/d1tPgQlHns

Take 8! https://t.co/85emJRKzsw - Umesh
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Umesh
RT @bennash: I wanna know
Are we black and white?
Are we wrong or right?
Are we day and night?
I wanna know
I wanna know
Do we make sense?
Are we friends? Is it real
Or just pretend?
I wanna know

I don't want my soul to say
"I told you so"
But how will I ever know
If I never let it show? https://t.co/vZyV05kK2x
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Investing visuals
ROAST my top positions! 🔥

What would you add, cut, or size differently?
Be brutally honest, I can take it.

More context & something new I’m launching in the thread below! 🧵👇
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